Articles in this section

• Disconnect from your tax professional
• Changing the default tax year
• Smart Links institutions
• Using your fingerprint to log in to TaxCaddy on iPhone and Android
• Logging in
• Updating your user info (profile picture, name, and email address)
• Getting the TaxCaddy mobile app
• Adding and removing spouse or additional user accounts
• Adding Smart Links (document retrieval accounts)
• Fixing/Updating Smart Links (document retrieval accounts)